The video discusses Berkshire Hathaway's recent investment activities. Berkshire Hathaway has initiated a new $4.3 billion stake in Alphabet (GOOGL), the class A share for Google stock, making the parent company conglomerate's 10th largest equity holding. The trailing twelve months P/E ratio is 27.2, has an annual dividend of $0.84, forward dividend yield of 0.30%, EPS of 10.14, with growth that is expected for 2026 to be 5.46%. A potential risk is AI and the data center build-out due to over spending in Capex. Alphabet has a great balance sheet but needs to continue free cash flow. The position that the analyst grades has a consensus target of $297.47. In contrast, Berkshire Hathaway further reduced its stake in Apple (AAPL). Free cash flow per share of AAPL has been on a decline due to aggressive share repurchases with no future expansion. In fact, they’ve added more debt and negative debt of $57.6 billion.